Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Templeton Investments Franklin Small Cap Value R6 Fund - in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HYPERTHERM, INC. HYPERTHERM, INC. RETIREMENT SAVINGS PLAN | HANOVER NH | 1,533 | $297.5M | $2.4M |
| 2 | KASOWITZ BENSON TORRES LLP KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN A | NEW YORK NY | 313 | $220.1M | $1.2M |
| 3 | HYPERTHERM, INC. HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN |
HANOVER NH |
| 1,450 |
| $1.1B |
| $320K |
| 4 | KASOWITZ BENSON TORRES LLP KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B | NEW YORK NY | 149 | $39.7M | $235K |
